Investment services in and around Irvine

Irvine, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

The IRA you choose can either be designated as a Traditional IRA or a Roth. Both of these options allow your earnings to grow tax deferred. However, there are key differences between the two that may make one IRA a better option for you. State Farm agent Scott Stevens is happy to help talk you through the specifics.

Investment Services

Are you looking to plan for college expenses, establish an emergency fund, or save for a new house? State Farm agents are happy to help you know where to start.

Education Savings Plans

There are specifics to think about before starting to save for education. These include time left before needing savings, amount to save, your comfort with risk, and more. Agent Scott Stevens in Irvine, CA would love to help you explore the options that may be right for you.

Estate Planning

Are you starting to consider how to prepare for the future? A valuable way to do this is by creating goals. Goals should be reviewed and updated along the way. State Farm is here to help you work toward your goals both while you are alive and after your death.

Annuities

Looking for a way to receive payments or regular income amid retirement? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you stop working.

Business Retirement Plans

Quality employees can make a remarkable impact in a small business. A significant way to appeal to and retain employees is to offer the benefit of a retirement plan.